Steven T. Williamson

WILLIAMSON WEALTH MANAGEMENT

Canton, OH 44646

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CRD#: 5096209

Professional summary

Steven Todd Williamson, who also goes by Steve Williamson, Steven T Williamson, is a registered financial advisor currently at WILLIAMSON WEALTH MANAGEMENT located in Canton, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Steven has worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Williamson | Steven T Williamson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT, 3020 COLDWATER AVE NW CANTON, OHIO 447108. NOT INVESTMENT RELATED. SALES, LIFE INSURANCE, FIXED PRODUCTS. APPROX 20 HRS/WK, 16 HRS/WK DURING TRADING HOURS. START DATE 08/2005. 2)LEACY INVESTMENT GROUP, 3020 COLDWATER AVE NW, CANTON, OHIO 44708. NOT INVESTMENT RELATED, SELL INSURANCE OR FIXED ANNUITIES. APPROX 20 HRS/WK, 16 HRS/WK DURING TRADING HRS. START DATE 08/2005.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Todd Williamson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 20, 2017 - Present

WILLIAMSON WEALTH MANAGEMENT

Office #1: 4067 Whipple Ave Nw, Suite A, Canton, OH 44646

RIA

CRD#: 290697

Canton, OH

Past

May 5, 2009 - August 17, 2018

LEGACY INVESTMENT GROUP, LLC

RIA

CRD#: 150281

CANTON, OH

Past

March 12, 2009 - May 19, 2009

HELIOS INVESTMENTS INC

RIA

CRD#: 149389

CANTON, OH

Past

June 4, 2007 - March 6, 2009

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

CANTON, OH

Past

January 26, 2007 - March 6, 2009

CADARET, GRANT & CO., INC.

CRD#: 10641

CANTON, OH

Past

March 17, 2006 - February 23, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(12/20/2017)

IAR

West Virginia
(1/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/28/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/16/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WILLIAMSON WEALTH MANAGEMENT

BLACKSTONE WEALTH MANAGEMENT, INC. | WILLIAMSON WEALTH MANAGEMENT

CRD#: 290697 / SEC#:

Ohio

Registered Investment Advisory firm - (12/20/2017 Approved)

West Virginia

Registered Investment Advisory firm - (1/14/2025 Approved)

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Contact information

Main Address

4067 Whipple Ave Nw, Suite A, Canton, OH 44646

Mailing Address

Phone number

(330) 493-7300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 33,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven T. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Todd Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAMSON WEALTH MANAGEMENT

LEGACY INVESTMENT GROUP, LLC

HELIOS INVESTMENTS INC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2007

Series 7

Date: 1/18/2007

Series 6

Date: 3/16/2006

Current Firm

WILLIAMSON WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILLIAMSON WEALTH MANAGEMENT

TRUST BUT VERIFY

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